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Welcome

Grossman Financial Management, a Registered Investment Advisor, is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity.  Comprehensive financial planning is the process of formulating, implementing, and monitoring financial decisions in order for an individual or family to achieve their financial goals: Facilitating this process is the primary mission of Grossman Financial Management. 

In the final analysis, financial success is in the eyes of the beholder. At Grossman Financial Management, we believe that comprehensive financial planning advances significantly the probability that clients will be financially successful in their own eyes by realistically establishing financial goals and then prudently managing financial affairs to those ends.

At GFM, our comprehensive financial planning process follows the standards of the Certified Financial Planner Board of Standards, the national licensing body for Certified Financial Planners.

 

 

Our investment process adheres to the investment fiduciary standards promulgated by the Foundation for Fiduciary Studies.  GFMís approach to investment management emphasizes the tight integration of investing with financial planning; this is because for most people investing is a means, not an end, to achieve goals which are best reflected in a financial plan.  Accordingly, each client's investment strategy is developed optimally by stress-testing alternative investment strategies within the context of that client's unique financial circumstances and, during implementation, investment performance is monitored in light of client goals codified in the financial plan.
 
We are located in Benicia, CA (37 miles northeast of San Francisco), and since 1998 have provided clients personalized counsel and attentive  service. We advise approximately 100 families.

Our website offers these resources-
An introduction to our services
Our philosophy of financial planning
Who we are and what we have done
Why choose an Investment Fiduciary
An overview of our investment management services
Commentary on the economy and markets
Forms - disclosure, contracts and planning
Resources - links to useful websites
Directions to our office

 

 

Grossman Financial Management
560 First Street, Suite B-203  
Benicia,  CA 94510
Tel: (707)
745-8756   Fax: (707) 745-8723
E-mail: 
info@grossmanfinancial.com


DISCLAIMER: The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results.Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a clientís investment portfolio.No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.This web-site is for informational purposes only, and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services, except in the state of California, where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked web-site.